Creating new Supplier is easier than ever with Prokuria. Suppliers Module creates increased functionality for you and your team. 


To begin, first, click ‘Suppliers’ on Top Menu and then click “Supplier directory” from the dropdown menu. 

From here, you will be brought to the "Supplier Directory" page. Click "Create supplier" button. 




The page contains 7 sections:


1. Summary 

2. Internal info 

3. Contacts 

4. Contracts

5. Score

6. Documents attached

7. Comments




1. Summary


In this section, fill in the general data of the supplier (Name, Tax ID, Address, Country, Website, Phone, Notes). 

The mandatory field is "Name". 





2. Internal info 


This section is dedicated to internal supplier information. The mandatory filed is "Internal ID".

Notice that there are 6 fields in this section: 


  • Status: notice that the options are: active, inactive and pending 
  • Category: this field is defined in Company Settings;
  • Segment: this field is defined in Company Settings;
  • Risk: this field is defined in Company Settings
  • Internal ID; 
  • Owner.





3. Contact 


In this section you can add a contact with the following details: Name, Position, Email, Opted out, Language, Phone, Status, Notes. 


The mandatory fields are: Email, Language and Status





4. Contracts 


Once you sign a contract with a supplier, it will appear in this section of the supplier's profile. You can then click on the row containing the contract you are interested by and a page containing its summary will appear. 





5. Score 


In this section you can grade suppliers based on the pre-defined fields. Fill in the "Score" column by entering a valid number in each cell which reflects the number of points awarded for a given criteria.  


A final score for the supplier will be calculated based on the weigh each criteria holds. The score can be exported and saved as an Excel file. 





6. Documents attached 


Here you can attach documents about the supplier or additional documents





7. Comments

In this section, you can leave comments regarding the supplier or other details.





Are you stuck somewhere? Don't worry, we're here for you. Drop us a mail at support@prokuria.com and we'll get back to you.